"RAFI Rocks": Discussing the Fundamental Index® story with Charles Schwab

Founded in 2002, Research Affiliates® (“RAFI”) has been a leader in smart beta and asset allocation for over 20 years. RAFI’s investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. As of Dec. 31, 2022, assets under management benchmarked to the two RAFI index series calculated by FTSE Russell were in excess of $78 Billion. Research Affiliates’ three core beliefs: • investor preferences are broader than risk and return, • prices vary around fair value, and • a lack of conviction prevents investors from exploiting long-term value. Please join Research Affiliates' Founder and Chairman, Rob Arnott as he discusses the Fundamental Index story along with Eliot Bishop, Senior Investment Portfolio Strategist, of Charles Schwab and Co, Inc. This discussion will be moderated by Ryan Sullivan (Head of Buy Side, Americas, FTSE Russell). **Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where Schwab products are approved for distribution. The ETFs presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Schwab is not affiliated to FTSE Russell or LSEG.**